Marcus Walsh Email
Senior Financial Planner @ Andrew Webb Family & Business Accounting
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Marcus Walsh Location
- Wollongong, NSW, AU
Marcus Walsh Work
- 2022 -now Senior Financial Planner @
- 2019 -2022 Financial Adviser @
- 2013 -2019 Business Financial Planner @
- 2010 -2013 Senior Insurance Specialist @
- 2005 -2010 Financial Planner and Partner @ Financial Integrity Group
- 2002 -2005 Financial Planner @ Green Asscociates
Marcus Walsh Education
- University of Canberra
Bachelor of Commerce (B.Com.) (Banking and Finance)
1997-2001 - St Edmunds College
Year 12 Certificate
1986-1993 - FPA
CFP (Financial Planning and Services)
2010 - Kaplan Australia
Advanced Diploma in Financial Planning (Financial Planning and Services)
Marcus Walsh Skills
- Wealth Management
- Superannuation
- Retirement Planning
- Wealth
- Strategic Financial Planning
- Income Protection
- Portfolio Management
- Investment Strategies
- Pensions
- Financial Risk
- Investments
- Retirement
- Retail Banking
- Mortgage Lending
- Banking
- Financial Advisory
- Wealth Accumulation
- Insurance
- Financial Planners
- Relationship Management
- Investment Advisory
- Financial Services
- Risk Management
- Life Insurance
- Finance
- Asset Allocation
- Estate Planning
- Wealth Management Services
- Asset Management
- Credit
- Customer Service
- Financial Planning
- Microsoft Excel
- Sales
- Training
- Strategic Planning
- Business Relationship Management
- Financial Analysis
- Project Management
- Project Delivery
- PRINCE2
- Call Centers
- Dialer Management
- Troubleshooting
- Credit Cards
- IVR
- Change Management
- Requirements Analysis
- Re Engineering
- Process Improvement
- Business Transformation
- Business Analysis
- User Acceptance Testing
- Business Process Re Engineering
- Strategy
- Project Portfolio Management
- Telecommunications
- Telephony
- Vendor Management
- Budgets
- Business Process
- CRM
- Testing
- Management
- Analysis
- Project Planning
- Leadership
- Call Center
- Team Leadership
Marcus Walsh Summary
- Marcus Walsh, based in Wollongong, NSW, AU, is currently a Senior Financial Planner at Webb Financial. Marcus Walsh brings experience from previous roles at Finance Control, Commonwealth Bank of Australia and Financial Integrity Group. Marcus Walsh holds a 1997 - 2001 Bachelor of Commerce (B.Com.) in Banking and Finance @ University of Canberra. With a robust skill set that includes Wealth Management, Superannuation, Retirement Planning, Wealth, Strategic Financial Planning and more. Marcus Walsh has 1 emails on RocketReach.
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